ARCADIA INVESTMENT MANAGEMENT CORP/MI
•CIK: 1016972•Filing: Q4 2025
ARCADIA INVESTMENT MANAGEMENT CORP/MI manages $616M across a diversified portfolio of 387 positions. The fund exhibits significant concentration in mega-cap technology and growth names, notably holding AVGO at $47.2M and NVDA at $32.9M. Further top allocations include GOOGL ($28.1M), AAPL ($27.8M), and MSFT ($26.9M), indicating a core focus on established market leaders. This structure suggests a conviction-driven, large-cap technology overweight strategy.
Total AUM
$616.2M
QoQ Performance
-5.0%
Positions
352
Top 10 Concentration
43.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AVGO
NVDA
AVGO7.7%
NVDA5.3%
GOOGL4.6%
AAPL4.5%
MSFT4.4%
PANW4.1%
SYK3.8%
COST3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.9%
Technology33.9%
Consumer8.4%
Healthcare5.1%
Financial4.7%
Materials1.6%
ETF0.7%
Consumer Staples0.3%
🚪 Exited Positionssold since Q3 2025
+55 more exited positions
Changes from Q3 2025
NEW4 new positions
↑71 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023